performance management in a collaborative environment · 2017-01-21 · 12 performance management...
TRANSCRIPT
Performance Management in a Collaborative Environment
Karen Walker, Ph.D.
:
Presented to SGA Youth and Family Services
100th Anniversary Professional Symposium
Chicago, IL
November 3rd, 2011
2 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Today’s Talk
• What is performance management?
• Why is it important for an organization?
• How do you do it?
• Why is it important for a collaboration?
• What issues and challenges must be addressed in a collaborative effort to manage performance?
3 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Our Mission
Child Trends seeks to improve the lives of children and youth by conducting high-quality research and sharing it with the people and institutions whose decisions and actions affect children:
Programs that serve children and families
Policy makers
Foundations and philanthropists
The media
4 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Child Trends’ Expertise
Our researchers work in a wide range of issues and areas:
• Youth development • Early childhood
development • Community
Collaboration • Evaluation
• Education • Child welfare • Fertility and Family
Structure • Fatherhood • Indicators
www.childtrends.org
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Targeting
Conduct Needs
Assessment
Identify Your Population
Select Intervention, Develop Logic
Model & Identify Indicators
Implement Program/Approach & Conduct Ongoing Performance
Management
Conduct a Randomized-Controlled Impact Evaluation
[if appropriate and feasible]
Conduct a Quasi-Experimental Outcomes Evaluation
[once implementation issues are addressed]
Conduct an Implementation Evaluation [once program operations are stable]
Becoming Performance Driven
6 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
What is Performance Management?
“The systematic process by which an agency involves its employees, as individuals and members of a group, in the accomplishment of agency mission and goals.”
The US Office of Personnel Management
7 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
What performance management means for your organization in terms of activity:
• Collect data
• Analyze and share data
• Use data to improve performance
…And do it on an ongoing basis
8 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Data related to:
• Inputs: Staff training and qualifications
• Activities: Content, amount, and quality of services provided
• Outputs: Participation levels and participant characteristics
• Outcomes: Short and/or long-term outcomes
What Data should be Collected in Performance Management?
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• It allows you to answer the following questions
– Are necessary resources (inputs) in place?
– Are program activities being implemented as
planned?
– Are desired outputs achieved?
– Do participants achieve desired outcomes?
• If you answer “no” to any of these questions then performance management provides direction on what needs improvement
Why is Performance Management Helpful?
10 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Example from Leap of Reason: Managing to Outcomes in an Age of Scarcity by Mario Morino
• Essay: First Do No Harm…Then Do More Good, by Isaac Castillo, of the Latin American Youth Center in Washington, DC
• www.leapofreason.org
11 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Performance Management
System
Plan
•Identify indicators and benchmarks •Identify resources
Measure
• Build data systems • Collect data
Improve
•Make program refinements
Analyze and Share
•Analyze data • Share data •Discuss Data
Performance Management System
12 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
• Develop a performance management policy
– Staff roles and responsibilities
– Description of data collection and reporting methods
– How often regular meetings should take place to review and discuss findings
• Once you have identified staff roles and responsibilities for collecting, analyzing, sharing and using data, include those responsibilities in your employee performance process
What do you need to be successful in performance management?
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• Leadership
• Staff expertise
• Staff time
• Technology
What do you need to be successful in performance management (cont.)?
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• An example about how sharing performance management data on outcomes can increase staff buy-in, inspire youth, and create a learning culture
Video Clip from “Saving Philanthropy”
http://www.savingphilanthropy.org/preview-footage/
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Performance Management in a Collaborative Environment
16 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Why Do We Collaborate?
• Provide program clients who have complex needs with coordinated services
• Bring agencies and organizations with different skill sets together to better serve clients
• Avoid service redundancies
• Identify and fill gaps in services in the local service community
17 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Why is Performance Management Important in a Collaborative Environment?
• It permits partners to ask:
– Who are we serving?
– Who aren’t we serving?
– What are we providing?
– Do our referrals actually result in services?
– What challenges are we facing?
– How is our population doing?
18 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
…A Brief Time Out to Explain the State of Performance Management in Collaborations
• This is a developing area
– We’re still developing questions that will help shape our efforts
– We’re still experimenting with how to share information across multiple agencies
– The technological capacity to help collect and analyze data is relatively immature
19 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Performance Management Constraints that Arise in a Collaborative Environment • HIPAA and FERPA regulations
• Multiple reporting requirements
20 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Fundamental Questions to Address When Developing A Performance Management System in a Collaborative Environment
• Common Measures?
• Data collection and transfer?
• Staff and agency resistance?
• Technology?
21 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
How Can you Address the Issues?
• Marketing (…just don’t oversell)
• Leadership
• Training
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How Can you Address the Issues? (cont.)
• Negotiation and memoranda of understanding
• Confidentiality agreements
• Use data to learn and celebrate
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Things to Remember
• Be patient
• Do things in stages
• Be realistic about what can be collected and what it can tell you
• Ease data collection procedures wherever possible
• Show people how information is helpful
• Use incentives and positive reinforcement
24 Performance Management in a Collaborative Environment Karen E. Walker, Ph.D.
Many Thanks to the Following Child Trends Staff for their Help with this Presentation • Kristine Andrews, Ph.D.
• Lori Delale-O’Connor, Ph.D.
• Kristin Anderson Moore, Ph.D.
• David Murphy, Ph.D.
• Zakia Redd, MPH
• Mary Terzian, Ph.D.
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